Add inquiry contacts to CRM and capture tour details

Your inquiries arrive as freeform text without structured contact, care level, or tour context, which stalls follow-up. It creates populated prospect records so support staff can schedule tours same-day.

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Overview

Inbound inquiries often arrive as freeform messages that leave agents missing critical tour and care details, delaying scheduling. This workflow converts each inquiry into a populated prospect and related contact record with care-level and tour date, so support staff can hand off and schedule visits same-day.